Retirement Plan Specialist
Current
May 2020 - Present
AeroLeads people directory · profile
Ryan Bolanos Email & Phone Number
Retirement Services Specialist at Charles Schwab
at
Charles Schwab
1 work email found
@schwab.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Retirement Services Specialist at Charles Schwab
Location
Austin, Texas Metropolitan Area, United States
Company size
Who is Ryan Bolanos? Overview
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Quick answer
Ryan Bolanos is listed as Retirement Services Specialist at Charles Schwab at Charles Schwab, a with 20505 employees, based in Austin, Texas Metropolitan Area, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Ryan Bolanos.
Ryan Bolanos previously worked as Retirement Plan Specialist at Charles Schwab and Client Specialist at Reap Financial. Ryan Bolanos holds Bachelor'S Degree, Banking, Corporate, Finance, And Securities Law, Sophomore from The University Of Southern Mississippi.
Company email context
Email format at Charles Schwab
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{first}.{last}@schwab.com
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AeroLeads found 1 current-domain work email signal for Ryan Bolanos. Compare company email patterns before reaching out.
Profile bio
About Ryan Bolanos
I have a degree in Banking and Finance, with accounting, real estate and equity analyst knowledge. Additionally, three years’ experience performing as an equities research analyst and two years’ experience as an assistant trader. Furthermore, I have an outstanding track record for impeccable customer service, along with exceptional teamwork aptitude.
Listed skills include Sales, Social Media, Microsoft Excel, Leadership, and 16 others.
Current workplace
Ryan Bolanos's current company
Company context helps verify the profile and gives searchers a useful next step.
Charles Schwab
5 roles
Ryan Bolanos work experience
A career timeline built from the work history available for this profile.
Client Specialist
Jul 2019 - May 2020
Research Analyst And Trader
Newsong Capital Managment, Inc.
Utilized charting softwares to screen, research, and technically analyze equities for client portfoliosWork with a team to provide a high touch, high service, and a sophisticated capital management experience for our clients. Responsible for creating presentations for potential investment opportunitiesDeveloped an original portfolio model using highest conviction equities,via excelHandled all fund and position transfers, including check logs, ACHs, wires, and ACATS Managed client services
Jan 2017 - May 2019
Sales Representative
Placed in Austin, Texas for the University of Texas at Austin’s student planner advertisementsCollaborated with a sales team of five to gross nearly $90,000 in advertisement space, and to become the top sales team in the Southwestern region that summer
Apr 2015 - Aug 2015
Sales Representative
May 2012 - Aug 2012
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts for 20505 employees →
NS
Nicholas Shirkey
Colleague at Charles SchwabPalm City, Florida, United States
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MA
Md Ali Akram
Colleague at Charles SchwabUnited States
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CM
Cass Mcpherson
Colleague at Charles SchwabOmaha, Nebraska, United States
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EW
Evan Williams, Cfp®
Colleague at Charles SchwabIndianapolis, Indiana, United States
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AB
Ayushma Bajracharya
Colleague at Charles SchwabFort Worth, Texas, United States
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JS
Jeremy Schoenhoft
Colleague at Charles SchwabPhoenix, Arizona, United States
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AR
Aditya Rajan
Colleague at Charles SchwabRound Rock, Texas, United States
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KS
Kathy Schultz
Colleague at Charles SchwabGreater Tampa Bay Area, United States
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VP
Veera Prathap Sulam
Colleague at Charles SchwabFranklin, Tennessee, United States
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AS
Andrew Spicer
Colleague at Charles SchwabRichfield, Ohio, United States
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Nicholas Shirkey
Colleague at Charles SchwabPalm City, Florida, United States
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MA
Md Ali Akram
Colleague at Charles SchwabUnited States
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CM
Cass Mcpherson
Colleague at Charles SchwabOmaha, Nebraska, United States
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EW
Evan Williams, Cfp®
Colleague at Charles SchwabIndianapolis, Indiana, United States
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AB
Ayushma Bajracharya
Colleague at Charles SchwabFort Worth, Texas, United States
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JS
Jeremy Schoenhoft
Colleague at Charles SchwabPhoenix, Arizona, United States
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AR
Aditya Rajan
Colleague at Charles SchwabRound Rock, Texas, United States
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KS
Kathy Schultz
Colleague at Charles SchwabGreater Tampa Bay Area, United States
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VP
Veera Prathap Sulam
Colleague at Charles SchwabFranklin, Tennessee, United States
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AS
Andrew Spicer
Colleague at Charles SchwabRichfield, Ohio, United States
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1 education record
Ryan Bolanos education
FAQ
Frequently asked questions about Ryan Bolanos
Quick answers generated from the profile data available on this page.
What company does Ryan Bolanos work for?
Ryan Bolanos works for Charles Schwab.
What is Ryan Bolanos's role at Charles Schwab?
Ryan Bolanos is listed as Retirement Services Specialist at Charles Schwab at Charles Schwab.
What is Ryan Bolanos's email address?
AeroLeads has found 1 work email signal at @schwab.com for Ryan Bolanos at Charles Schwab.
Where is Ryan Bolanos based?
Ryan Bolanos is based in Austin, Texas Metropolitan Area, United States while working with Charles Schwab.
What companies has Ryan Bolanos worked for?
Ryan Bolanos has worked for Charles Schwab, Reap Financial, Newsong Capital Managment, Inc., Aroundcampus Group, and Vector Marketing.
Who are Ryan Bolanos's colleagues at Charles Schwab?
Ryan Bolanos's colleagues at Charles Schwab include Nicholas Shirkey, Md Ali Akram, Cass Mcpherson, Evan Williams, Cfp®, and Ayushma Bajracharya.
How can I contact Ryan Bolanos?
You can use AeroLeads to view verified contact signals for Ryan Bolanos at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Ryan Bolanos attend?
Ryan Bolanos holds Bachelor'S Degree, Banking, Corporate, Finance, And Securities Law, Sophomore from The University Of Southern Mississippi.
What skills is Ryan Bolanos known for?
Ryan Bolanos is listed with skills including Sales, Social Media, Microsoft Excel, Leadership, Marketing, Advertising, Microsoft Office, and Communication.
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